DW PARTNERS LP Overview

Dw Partners Lp is an investment advisor that manages 11.9 BN dollars in regulatory AUM and has 54 employees, of which 39 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/10 to 09/30/16. The fund's latest filing disclosed 84MM in positions, representing 1% of the manager's regulatory AUM.

DW PARTNERS LP StockAlpha

-6.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DW PARTNERS LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CF 48.51% Materials 17.89% 6.08% 0 8%
M 22.03% Cons. Disc. 14.66% 2.85% 0 13%
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FEATURED IN
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DW PARTNERS LP Founders and Key Employees

Name Title In Position Since
Andrew Rosenthal Chief Operating Officer January-2010
David R. Warren Limited Partner, Chief Executive Officer And Chief Investment Officer March-2009
Andrew T. Ulmer Limited Partner And Portfolio Manager March-2009
Robert M. Clark Limited Partner And Portfolio Manager March-2009
Shikhar Ranjan Limited Partner And Portfolio Manager March-2009
Shawn R. Singh General Counsel And Chief Compliance Officer September-2011

DW PARTNERS LP Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

DW PARTNERS LP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

(A) DW employs a combination of relative value and long/short trading strategies, particularly focusing on the corporate credit, mortgage-backed and asset-backed securities markets, though DW does trade in a variety of instruments. Depending on Client goals and objectives, DW seeks outright price appreciation of securities and relative price appreciation of a security when compared to another, and/or a high expected yield/ return. DW concentrates its Clients’ investments in developed markets. While DW trades heavily in U.S. markets, DW may also trade credit-related securities in global markets.

DW often attempts to achieve its Clients’ investment goals by identifying catalysts that DW believes will yield price appreciation over a foreseeable time period. Some of the catalysts DW seeks to identify include corporate earnings, corporate events, company d...
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DW PARTNERS LP Portfolio Concentration

DW PARTNERS LP Location

590 MADISON AVENUE
9TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

DW PARTNERS LP Contact Information

Phone Number: 212-751-6100
Fax Number: 212-486-2326
Website:

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